Hi I have set up a Zoom Booking feature with Hubspot. The initial booking is fine, but when I click on the link to reschedule an appointment it will let me select a new date and time but then the contact form is unfillable, so the changes then can't read more

On the Deals page you click the box of a deal and get the pop up window on the right. Here is where I want to be able to create a note / log activity. Is there a way to configure the view of this window to be able to add a note to the deal without h read more

I've got a bone to pick with Documents! Current I can't create a link to share the documents WITHOUT having to add an "Who are you sending this to". I don't want to have to put someone's email in here to get the link. I just want to share t read more

Contacts have the hubspot field "Currently in Sequence". It shows up as "Now in Sequence" in workflows. I would like to grab the owner name of that related sequence and cannot figure out how to do it. Every so often we move sales companies t read more

I am creating deals from Calendly. I am having a very hard time when the deal is created to also create a task, and set the due date/time to the same day/time as the calendly booking. I have a round robin going in Calendly for my sales team. I h read more

Is there an option or a workaround to display availability of a fixed, required team member and any of the selected team members? Or is there any meeting scheduling tool on the market that can achieve this goal? Thanks.

Hi, I want to create workflow that would send Slack notification if there is exactly 90 or 30 days away from close date of the deal. Tried to do this with property calculation where it would calculate days from now to close day and if it is 90 or read more

Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin read more

I have had a few people on our sales team complain about a contact using their meeting link repetitively and wasting their time. Is there a way to block an individual contact from using a meeting link? If not, what's a good way to handle the situati read more

I work with a company that offers multiple services that within carry multiple products in each one. I am curious as to how others in this situation has organized their sales Hub? My team & I have thought of deal or product properties to be se read more

I have a question regarding the capabilities of HubSpot's Meeting scheduling solution. I love the option of being able to provide slot availabilities in my calendar and sending them to my clients so they can select which time works for them to quic read more

We have created different versions of the same product in order to navigate an increasingly online world (ie. Empathy School in-person and virtual Empathy School). We need to have unique line items, descriptions, pricing and margins, for these read more